Create Channel Sales Users Using Import Management

If you have a large number of channel sales users, then it's much faster to use import management to create them instead of creating them individually in the UI.

Use these steps to import the .csv file with your channel sales user data:

1. Sign in as a setup user.

2. Open the Manage File Import Activities task. You can search for the task by name in the Setup and Maintenance work area.

   The Manage Import Activities page appears.

3. Click Create.

   The Create Import Activity: Enter Import Options page appears.

4. In the Name field, enter a name to identify your import activity in the application.

5. From the Object list, select Employee resource to import channel sales users.

6. In the Source File region, select the Desktop option.

7. Keep the File Type as Text file and File Selection as Specific file.

8. Click Browse and select your data file.

9. Select Comma separated or another delimiter from the Data Type list.

10. Select the Header row included option because the file includes a header.

11. From the Import Mapping list, select the mapping you created.

12. Click Next.

    Create Import Activity: Map Fields page appears displaying your mapping.

13. Click Next.

    The Create Import Activity: Schedule page appears.

14. Click Next.

    The Create Import Activity: Review and Activate page appears.

15. Click Activate.

16. The application returns you to the Manage Import Activities page where you can monitor the status of your import.

    You may have to scroll to the right to see the import status and you must periodically refresh the page to see status changes.

    An import activity with a status of Completed or Completed with Errors indicates that the import activity completed. To obtain error details, click the import status to see the logs.